In conjunction with our DFM service, we also offer a range of fixed income solutions that can be included in any client investment portfolio. These are widely used by IFA’s and DFM’s
Truestone Financial Services
In conjunction with our DFM service, we also offer a range of fixed income solutions that can be included in any client investment portfolio. These are widely used by IFA’s and DFM’s
By forming a relationship with Truestone Capital you liberate yourself from having to manage and administer client portfolios, freeing you up to focus on what is important to your business, client acquisition and retention.
Through our extremely professional and low cost service, with online reporting, we can increase the efficiency of your own advisory business.
Truestone Capital will provide each client with a unique log-in, where they can view their portfolios in whatever format they prefer, being able to engineer their own landing page and displays, ensuring they see at first glance the information most important to them. Equally, you as advisors can see the overall view of your business and clients in a format that optimizes your management information.
Our comprehensive reporting illustrates both graphically and numerically all performance and risk data pertaining to a client’s individual portfolio, enabling you to discuss changes, costs, processes, allocations and movements with ease.
This online access capability means that your clients will have real time access to their portfolio valuations 24-7.
We offer attractive fee-sharing arrangements for professional advisors and assume all of the regulatory responsibility for the management of the underlying assets.
White Labelling
Truestone Capital offers a full “white labelling” service to intermediaries with whom we have a strong long-term relationship. You are then able to offer your clients a complete discretionary fund management service with all reports, correspondence and web-site access “white labelled” (or branded) with your own corporate identity.
Further Information
Please feel free to contact us with any questions you may have regarding our services or if you would like a demo of our system